The real cost of messy onboarding
Sound familiar?
If onboarding still feels like a second job, you’re not alone. Most freelancers and agencies lose serious time before the “real” work even starts.
Chasing answers everywhere
The same client info lives across email, Slack, DMs, and random PDFs—so you spend more time threading messages than doing the work.
Repeating yourself on every project
You copy-paste the same questions, scopes, and contract snippets into yet another doc because nothing is standardized.
Missing files at the worst moment
Attachments get lost in long threads, versions clash, and you’re still asking for that logo file on day three.
Kickoffs that drag on
Without a clear checklist, projects start late, scope stays fuzzy, and you’re stuck in endless “quick follow-ups.”
Billable time eaten by admin
Hours you could invoice disappear into onboarding chaos—chasing, formatting, and rebuilding the same assets from scratch.
Reclaim hours every week— without cutting corners
Fentyr replaces scattered messages and manual busywork with one branded portal and a repeatable flow. Clients know what to do; you stop re-explaining, re-asking, and re-formatting the same things.
Back-and-forth
Up to -70%
Admin per client
3h -> 30 min
Setup time
< 15 min
Quick ROI estimate
Est. fewer follow-ups
up to 70%
Hours saved / month
12.5h
Value saved / month
$938
Estimate based on reducing onboarding admin to ~30 min/client with a structured portal flow.
- Less chasing: structured steps and reminders instead of endless pings (up to 70% fewer follow-ups).
- Faster handoffs: forms, files, and chat live in one place per project.
- More focus: AI drafts summaries and documents from what clients already gave you.
One product, no more tool stack
Everything your onboarding needs, in one branded portal
Replace 5 disconnected tools with one Fentyr workspace. Built for agencies who want kickoff to feel effortless—for them and their clients.
E-signature in the portal
Generate a contract from onboarding answers. Clients sign with their finger or mouse—no DocuSign, no PDFs to email back.
AI-drafted documents
Project summaries, proposals, and contracts—drafted by AI in seconds from what your client filled in. Edit in one click.
Auto follow-ups
Stuck clients get nudged automatically at 48h and 96h. Personalize the message, save hours of chasing.
Multilingual portals
Show the portal in English, French, Spanish, or German per flow. Onboard international clients without translation work.
Branded client portal
One link, your colors, your name. Clients see your studio—not Fentyr. White-label on Agency plan.
Analytics that matter
Completion rate, average onboarding time, MRR from portals. Spot stuck clients before they go quiet.
Stripe payments
Collect deposits at the right step. Goes to your connected Stripe account—no markup, no middleman.
Zapier webhooks
Push onboarding, signature, and payment events to 6,000+ apps. Slack, Notion, Trello, Sheets—your call.
Calendly kickoff calls
Embed a kickoff-call calendar in every client portal. Optional, but it kills email back-and-forth.
How it works
Three steps. No complexity.
Create your flow
Add steps: forms, file uploads, payments, messages. One flow, reuse for every client.
Send one link
Start a project, get a unique portal URL. Share it with your client — they see only their checklist.
Get it done
Track progress in real time. Chat inside the project. Use AI to score leads, draft proposals, and more.
Simple pricing for freelancers and agencies
Start with a 7-day trial. Upgrade only when your workflow needs more capacity.
Join agencies saving 3+ hours per client onboarded
Starter
billed monthly
Replaces: Google Drive + email threads — save hours every week
- 10 active flows
- Unlimited client projects
- 1 GB storage
- 10 AI generations/month (summary, scoring, proposal, contract)
- Calendly kickoff embed
- Email support
- Fentyr branding on portal
Get started
A lean setup to launch your onboarding system.
Pro
billed monthly
Replaces: DocuSign + Google Drive + email sequences
- Unlimited flows
- Unlimited client projects
- 3 GB storage
- Priority support (24h)
- Custom domain
- Advanced analytics
- Zapier webhooks
- Powered by Fentyr on client portal
Start Pro trial
Best fit if you onboard clients every month.
Agency
billed monthly
Replaces: DocuSign + Calendly + Google Drive + white-label tools — all in one
- Everything in Pro
- 20 GB storage
- Priority support (12h)
- Up to 5 team members
- Full white label (no Powered by on client portal)
- API access (coming soon)
- Custom integrations
Get Agency
For agencies and teams with high volume.
Join 75+ freelancers and agencies already using Fentyr
Ready to make onboarding feel premium?
Start with one flow, send one link, and streamline your next client project. 7-day free trial on Pro.